Your cost-effective, fast track to market

As demand for digitalised financial services grows, your end clients will expect you to provide the appropriate transactional channels—including digital financial advice. With Munnypot Enterprise you can offer more than the standard robo advice service. While your competitors may be limited to execution-only, few robo advisors—if any—dispense qualified financial advice, which can be as simple, or as sophisticated, as you desire. Using the flexible Munnypot Enterprise model enables you to get ahead of the competition safe in the knowledge that the engine is tried and tested and capable of delivering for your end clients, and for your business, from day one.

Implementation and Project Delivery Workshop
Discovery workshop: identifying business and customer needs

A digital advisor for any and all types of financial institutions

Munnypot Enterprise is designed to dovetail with your systems, products and business model. Knowing your needs and products in detail, we start with the core system and build your digital advisor from there. Processes can be fully or partially automated. Your service can be a stand-alone solution or work in tandem with advisors as a hybrid solution. You can choose how end users interact with the system and offer as many products—and types of products—from any source. But no matter which route or option you follow, you can be certain that your robo service will always be robust and compliant.

Munnypot around the world

BANKS

WEALTH
MANAGERS

ASSET
MANAGERS

INSURANCE
COMPANIES

IFA's

RETAIL
(UK only)

Helping you prepare

There’s more to Munnypot Enterprise than algorithms. With expertise in systems engineering, financial advice, wealth management and interface design, we can ensure that your robo offering performs from day one. Our team will work with your people (through face-to-face workshops, for example) to develop a solution that’s tailored to your requirements and satisfies all of your critical success factors.

  • Define customer personas
  • Focus on brand immersion
  • Develop a prototype app
  • Audit your technical integration requirements
  • Establish user flow architecture
  • Produce desktop, mobile and tablet designs
  • Create style and tone of voice guides
  • Design the UX and UI
  • Perform system and user tests to prepare for operational readiness
  • Identify your most likely target customers
  • Develop appropriate propositions
User Testing Workshop: Analysing the results Discovery workshop: Personas and Customer Journey Mapping

Helping you prepare

There’s more to Munnypot Enterprise than algorithms. With expertise in systems engineering, financial advice, wealth management and interface design, we can ensure that your robo offering performs from day one. Our team will work with your people (through face-to-face workshops, for example) to develop a solution that’s tailored to your requirements and satisfies all of your critical success factors.

  • Define customer personas
  • Focus on brand immersion
  • Develop a prototype app
  • Audit your technical integration requirements
  • Establish user flow architecture
  • Produce desktop, mobile and tablet designs
  • Create style and tone of voice guides
  • Design the UX and UI
  • Perform system and user tests to prepare for operational readiness
  • Identify your most likely target customers
  • Develop appropriate propositions
User Testing Workshop: Analysing the results
Discovery workshop: Personas and Customer Journey Mapping

Three reasons why you should choose our
innovative technology:

A BIGGER, BETTER AND
BROADER ROBO SERVICE

FLEXIBLE, SCALABLE,
ADAPTABLE

MINIMAL RISK

Dispenses regulated and compliant financial advice for as long as the end client uses the service

Fully automated, straight through processing; a flexible and scalable platform and an API that integrates freely with multiple third-party applications

Tailored or white label solutions eliminate in-house development costs, accelerate time to market, minimise commercial risk and deliver the fastest possible ROI

Client Testimonials

A range of UK and international financial institutions rely on our multichannel financial advice solutions.
Here are some of our clients’ views about Munnypot Enterprise and the results they’re enjoying.

Would you like to learn
more about our innovative
digital financial advice
technology?

We can arrange a meeting to discuss your needs wherever you are in the world—either face-to-face or via a video link.